Close Sales Quicker
Simple email integration
Each lead is assigned a unique Bcc key which can be easily copied to any email supplier's Cc/Bcc field. Once sent, that conversation will be automatically included in your lead timeline.
Additionally, Gmail and Microsoft Exchange users can connect their accounts to Reel.io and see a full history of sent mail to any contacts.
Actionable performance metrics
Clear KPI's display the information you need to decide which leads require your attention. Improve your success ratios by observing average lead values, average transaction durations and lead lifecycles.
Powerful lead filters
Filter your pipeline by lead stages, quarters, team members or forecast labels. Filters apply instantly and provide a wealth of information in a second.
Search your pipeline
All your leads, clients and team members are searchable, ensuring everything is at your fingertips as soon as you need it. All searches are done in real time; no wait times.
"Reel.io is such a great tool for production and post houses to integrate into their sales teams, especially companies with reps. You can track a new lead's life cycle from the initial email through the bid and award process, seamlessly integrating your submissions with the tools of a CRM system. During the busy seasons it's imperative to stay ontop of requests and deadlines, this helps to do all that for you!”
Get detailed insights into your leads
Lead overviews tell you everything you need to know about your sales quickly and precisely. The lead timeline keeps track of stage updates and instantly notifies team members when tasks are completed.
Align your tasks with leads
Create and assign tasks to specific team members within a lead. Add comments to individual tasks for clearer instructions, or assign due dates so everyone on your team is on track to win jobs faster.
